Create a column report in the Report Designer

Create a column report in the Report Designer

Create a column report in the Report Designer

Column reports

Column reports show how the value of one or more items changes
over time by with columns.

Values along the horizontal axis of the column chart represent the time measurement (years,
hours, minutes, milliseconds, and so on). Values on the vertical axis represent the changes to
the items being monitored. Users with the report_admin role can define the ranges that are used
in a column chart report. See Report ranges
for information on creating report ranges.

For example, you can create a column chart for incident counts, to show how the number of
incidents changes over time. The incident count often increases during the first few months after
a product upgrade is deployed. Over time, the number of reported incidents decreases as users
become more accustomed to the changes in the product.

The figure shows resolved incidents stacked by category with a legend that indicates which
category the colors represent.Figure 1. Stacked column chart

A grouped column chart shows the categories as individual bars, rather than stacked colors in a
single bar.Figure 2. Grouped column chart

Create a column report in the Report Designer

Create a column report to show how the value of one or more data elements changes
over time using vertical columns.

Before you begin

Role required: itil, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

About this task

This task refers to the Jakarta release under
UI15 and UI16. If you are using an earlier UI or the Classic UI for creating
reports, follow the instructions in the Helsinki documentation
instead: Report types and creation
details.

Procedure

Navigate to Reports > Create New.

On the Data tab, give the report a name that reflects
the information being grouped.

Select the source for the report:

Option

Description

Data source

A table with filters applied to provide a single source of
information for all users.

On the Type tab, select Column in
the Time Series section and click
Next.

A preliminary
version of the report is displayed. To view the updated report at any time,
click Run.

On the Configure tab, fill in the
following fields and click Next.

Table 1. Configure tab

Field

Description

Group by

Group report data using the values of this field. For example, in an incident
report grouped by Assignment group, all incidents that belong
to Software, Service Desk, and Network are placed in separate groups.

Note: It is not possible to group or stack reports by the
Tags field.

Additional group by

Extra fields to group the report by. When you select Additional
group by fields, a control is added to the bottom of the report that
groups the report by any one of the additional fields.

Note: It is not possible to group or stack reports by the
Tags field.

Stacked bars / Grouped bars

How to show the relationship of individual items from
the selected field to the whole.

You can choose to
display the stacked field either in a single bar or
as a group of bars.

Select Stacked
bars to display the parts that
contribute to the whole for each column in the
chart.

Select Grouped
bars to display the parts that
contribute to the whole as individual columns. Bars
are displayed next to one another according to the
Group by field (for
example, the state of the incident), instead of
stacked.

Display data table

Check this box to display report data in a grid beneath the report. The table
appears on dashboards where the report is added.

All reports that use charts,
including reports that are used on dashboards, display the table of report data
when the glide.ui.section508 system property is set to
true. The glide.ui.section508 property overrides the
Display data table field.

Trend by

Table field whose values you want to display in a time sequence.

per

Time period to group data by. Time periods range from an hour to a year. You
can also specify a date.

Note: Reporting per Week is not supported
when the report range includes more than one year. Inconsistent results are
produced when a week is split between two years.

Aggregation

Mathematical calculation to perform on the data. The default is
Count, which displays the number of records selected.

To
display only unique records, select Count Distinct. For
example, if you want a report on the distinct number of users who have one or more
of the roles in a given list of roles. Users with more than one role would be
counted twice unless you use Count Distinct.

Select
Average, Sum, or Count
Distinct, to display a list of fields from the selected
Table. Select a field to aggregate by from this list. For
example, if you select a duration field, such as Business
duration on the Incident table, the aggregated data is expressed in
days, hours, and minutes. If you select an integer field, such as
Priority, the data is expressed as a decimal value
number.

If you choose Sum or
Average, select Show related
fields to aggregate on dot-walked fields. See Dot-walking

Note: For duration values, the unit of measurement displayed in the
aggregation axis cannot be customized.

Percentage calculation

Method of calculating percentages. The percentage appears when you point to a
report segment, such as a bar on a bar report. This field appears when
Aggregation is set to Average,
Sum, or Count Distinct.

Use Aggregation calculates the percentage using the
selection in the Aggregation field. Only data that is
displayed in the report is used to calculate the percentage.

For example, a
report shows assets by department with the
Aggregation set to Sum and
the percentage calculated using aggregation. If the total cost of assets is
$100,000 and the cost of assets for Customer Support is $10,000, the
percentage for Customer Support is 10%.

Use Record Count calculates the percentage using the
total number of records in the data set.

For example, a report shows
incidents by priority. Out of 500 incident records, 200 have low priority.
The percentage for the Low priority section is 40%.

(Optional)
To limit the information displayed in the report, click the filter icon () and select conditions to filter the report data.

On the Style tab, fill in the
fields as appropriate to configure the appearance of the report.

Click Save.

The report is generated.

What to do next

Click the Report info icon () and add a description of the report.

Click the sharing icon () to open the Sharing menu. On this menu, you
can add the report to a dashboard, export the report to PDF, publish the
report to the web, and set visibility and schedules. For more information,
see Share a report – Report Designer.

Column report style options – Report Designer

Change the look of your column report.

When you create or edit a report, click the
Style tab for options to configure the look of your report. The
options are organized under two or more of the following tabs:
General, Title,
Legend, and Axis. To see how the chart looks
with the changed settings, click Save.

Table 2. Column report style options

Field

Description

General

Chart color

Colors used in the report.

If you do not group or stack the report,
Use one color is automatically selected. Select a
single predefined system color.

If you group or stack the report, select
one of the following options:

Use color palette: Select a color palette from the
predefined system color palettes.

Use several colors: Define a custom set of
Colors using hex codes. You can add any number of
colors.

Use chart colors: Use the colors defined in Reports > Chart Colors.

Note: It is not possible to use transparency hex values.

Set palette

Color palette used in the report. This field appears when you select
Use color palette from the Chart
color list. Click the search icon () to choose from the Color color schemes
list.

Display data labels

Check box to display the value for each data point.

Custom chart size

Check box to specify the width and height of the report in pixels.

Note: The
chart size is ignored when you export the report to PDF. In PDFs, the full page
width is used to display the chart.

Chart width

Width of the report in pixels. The default value is 600.

This field is
available when Custom chart size is selected.

Chart height

Height of the report in pixels. The default value is 450.

This field
appears when Custom chart size is selected.

Chart size

Chart size. This field is available when Custom chart
size is cleared. Options are Small,
Medium, and Large.

Note: The chart
size is ignored when you export the report to PDF. In PDFs, the full page width
is used to display the chart.

Drilldown view

List view to display when a user selects a segment of a report for which no
drilldown report type is specified. This view is also used when the user reaches
the lowest drilldown level of a report. See Configure the list
layout
. If you specify a Report
drilldown, Drilldown view is ignored.

Note: All users can view report visualizations, such as pie
charts and column reports. However, the last level of a drill down is always a list.
Platform access control lists determine user access to list information. Users who do not
have rights to any part of the list data see the message "Number of rows removed from this
list by Security constraints:" followed by the number. See
Access control rules.

Number of decimal places to display. You can
display From zero to four decimal places. Default value: 2. To change the default
value, create the system property glide.chart.decimal.precision and specify the
value.

Title

Show chart title

When the chart title is displayed for the report.

Never: Never displays the chart title.

Report only: Displays the chart title on
reports.

Always: Displays the chart title on reports, and
dashboards and homepages.

Chart title

The chart title has a maximum length of 40 characters. If no title is
entered, the report name is used for the title. This field appears when
Report only or Always is selected
from the Show chart title list.

Size of the chart title

Size of the chart title in pixels. This field appears when Report
only or Always is selected from the
Show chart title list.

Chart title color

Color of the chart title. This field appears when Report
only or Always is selected from the
Show chart title list.

Custom chart title position

Check box to specify X and Y coordinates for the position of the chart title.
This field appears when Report only or
Always is selected from the Show chart
title list.

Title horizontal alignment

How the chart title is aligned horizontally. This field is available when
Custom chart title position is cleared.

Title vertical alignment

How the chart title is aligned vertically. This field appears when
Custom chart title position is cleared.

Chart title X position

Number of pixels to adjust the chart title position right or left. By default
the title appears at the center top of the chart. To move the chart title to the
right, enter a positive value. To move the title to the left, enter a negative
value.

This field appears only when Custom chart title
position is selected.

Chart title Y position

Number of pixels to adjust the chart title position up or down. By default
the title appears at the center top of the chart. To move up the chart title,
enter a positive value. To move the chart title down, enter a negative
value.

This field appears only when Custom chart title
position is selected.

Legend

Show legend

Check box to display a chart legend. This check box appears when a
Group by field is selected on the report form.

Legend horizontal alignment

How the legend is aligned horizontally. This field appears when
Show legend is selected.

Legend vertical alignment

How the legend is aligned vertically. This field appears when Show
legend is selected.

Show legend border

Check box to display a border around the legend. This check box appears when
Show legend is selected.

Left align legend text

Check box to left-align the legend text. By default, the legend text is
centered. This check box appears when Show legend is
selected.

Axis

Y axis and X axis

Axis for which you want to configure the titles, appearance, and labels.

Title

Title for the axis.

Title size

Size of the axis title in pixels. Default value is 12.

Title color

Color of the axis title. Default value is Black.

Title bold

Check this box to display the axis title in a bold typeface.

Opposite

On the X axis tab, select this check box to display the X-axis title on the right side of the report
instead. On the Y axis tab, select this check box to display the Y-axis title on top of
the report instead of across the bottom.

Display grid

On the X axis tab, select this check box to display horizontal grid lines on
the report.

On the Y axis tab, select this check box to display vertical grid
lines on top the report.

X axis / Y axis grid width

Width of grid lines on the report. Default value is 1 pixel.

Grid color

Color of grid lines. Default value is LightGrey.

Grid dotted

Check this box to display dotted grid lines instead of solid lines.

From

Specify a minimum Y-axis value to limit the amount of information in the
report. If you select an aggregation field that is not of the type
Number, the From and
To fields are not available.

To

Specify a maximum Y-axis value to limit the amount of information in the report. If you
select an aggregation field that is not of the type Number,
the From and To fields are not
available.

X axis / Y axis label size

On the X axis tab, specify the size of the labels for the rows of the report.

On the Y
axis tab, specify the size of the labels for the columns in the
report.

Label bold

Check this box to display the labels of the report in a bold typeface.